Connect Connecteam and Zoho CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Connecteam and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create jobs in Connecteam for new leads in Zoho CRM
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Zoho CRM + Connecteam
Create new Zoho CRM module entries from new Connecteam form submissions
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Connecteam + Zoho CRM

Create jobs in Connecteam for new leads in Zoho CRM

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Zoho CRM + Connecteam

Create new Zoho CRM module entries from new Connecteam form submissions

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Connecteam + Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Connecteam with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Clock In" from Connecteam.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Connecteam and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Time Clock
  Required
Trigger
Instant
Try It
- Form Name
  Required
Trigger
Instant
Try It
- Scheduler
  Required
Trigger
Instant
Try It
- Task Board
  Required
Trigger
Instant
Try It
User Archived
Triggers when a user is archived
Trigger
Instant
Try It

User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
Try It
- Time Clock
  Required
- Assigned User
  Required
- Timezone
- Associated Job
  Required
Action
Write

- Scheduler
- Time Clock
- Title
  Required
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- Scheduler
  Required
- Shift title
- Color
- Shift Start
  Required
- Shift End
  Required
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time Clock
  Required
- Timezone
  Required
- Start Time
  Required
- End Time
  Required
- Associated Job
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- User Type
  Required
- Email Address
- Send activation SMS
  Required
Action
Write
- Schedule ID
  Required
- Shift ID
  Required
Action
Write
- Recipient User
  Required
- Sender (publisher)
  Required
- Text
  Required
Action
Write
- User ID
  Required
Action
Write
- Scheduler
  Required
- Shift ID
  Required
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Name
  Required
Action
Search
- Form Name
  Required
- Form Submission Id
  Required
Action
Search
- Scheduler ID
  Required
- Shift Start
  Required
- Shift End
  Required
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Time Clock
  Required
Trigger
Instant
Try It
- Form Name
  Required
Trigger
Instant
Try It
- Scheduler
  Required
Trigger
Instant
Try It
- Task Board
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
Try It
- Archive by phone number
  Required
- User ID
- Phone Number
Action
Write
- Time Clock
  Required
- Assigned User
  Required
- Timezone
Action
Write
- Scheduler
- Time Clock
- Title
  Required
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- Title
  Required
- Code
Action
Write
- Assigned Task Board
  Required
- Assigned Users
- Title
  Required
- Task Labels
- Task Status
  Required
- Start Time
  Required
- Due Date
  Required
- Description
- Title
Action
Write
- Time Clock
- User
  Required
- Policy Type
  Required
- All Day
  Required
- Start
  Required
- End
  Required
- Timezone
  Required
- Status
  Required
- Employee Note
- Manager (admin) Note
Action
Write
- User ID
  Required
- Title
- Text
  Required
Action
Write
- Conversation (Team/Channel)
  Required
- Sender (publisher)
  Required
- Text
  Required
Action
Write
- Form ID
  Required
- Form Submission ID
  Required
- Manager Fields
  Required
Action
Write
- Date
  Required
- User
  Required
- Indicator
  Required
- Value
  Required
Action
Write
- Assigned User
  Required
- Policy Name
  Required
- Balance
  Required
Action
Write
- Form Name
  Required
Action
Search
- Job Name
- Job ID
Action
Search
- Form ID
  Required
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task Board
  Required
- Label Title
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

For AI agents & developers

Use Connecteam and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Connecteam and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Connecteam and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive User
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Connecteam and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* connecteam / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Connecteam and Zoho CRM

Track employee shifts with CRM updates

When an employee clocks in on Connecteam, Zapier automatically updates the corresponding contact information in Zoho CRM. This helps business owners maintain integration between workforce activities and customer management, optimizing both operations and customer interactions.

Business Owner

Try it

Capture form submissions as CRM leads

When a new form is submitted in Connecteam, Zapier automatically creates a new lead in Zoho CRM. This helps your marketing team act quickly on incoming data, streamlining lead generation and communication while reducing manual entry errors.

Marketing & Marketing Ops

Try it

Track project team shifts in CRM

When a new shift is created in Connecteam's scheduler, Zapier automatically creates a corresponding module entry in Zoho CRM. This ensures team working hours or assignments are recorded for easy project tracking and integrated into customer relationship activities.

Project Management

Try it

Learn how to automate Connecteam on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Connecteam to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Connecteam + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Connecteam and Zoho CRM

How do I set up the integration between Connecteam and Zoho CRM?

To set up the integration, you need to create a Zap in your Zapier account. Select Connecteam as the trigger app and choose an event such as 'New Task' or 'Updated User'. Then, select Zoho CRM as the action app and configure it to perform actions like 'Create Lead' or 'Update Contact'.

What triggers can I use from Connecteam for the integration?

We support several triggers from Connecteam, including 'New Task', 'Updated User', and 'Completed Checklist'. These triggers facilitate various workflows with Zoho CRM, enabling automated updates based on activities performed in Connecteam.

What actions are available in Zoho CRM when integrating with Connecteam?

When integrating with Connecteam, you can initiate actions in Zoho CRM like 'Create Lead', 'Update Contact', and 'Add Note'. These actions help keep your customer data synchronized based on employee activities recorded in Connecteam.

Do I need technical skills to integrate Connecteam with Zoho CRM?

No technical skills are required. Our platform uses a simple interface where you can select triggers and actions without having to write code. The setup is designed to be user-friendly for individuals without a technical background.

Can I automate tasks between Connecteam and Zoho CRM in real-time?

Yes, once an integration is set up using selected triggers and actions, tasks between Connecteam and Zoho CRM can be automated nearly in real-time. This ensures that updates and changes are reflected quickly across both platforms.

Is it possible to update existing records in Zoho CRM via this integration?

Yes, you can update existing records such as contacts or leads in Zoho CRM by using specific actions like 'Update Contact'. This allows seamless record updates based on new information imported from Connecteam activities.

How often does the data sync between Connecteam and Zoho CRM?

The data sync frequency depends on how you've configured your Zap. While most integrations happen instantly or within a few minutes whenever a trigger event occurs, some may have delays due to configurations or service limits imposed by third-party platforms.

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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Connect Connecteam and Zoho CRM to power AI-driven automation

Launch your first automated workflow

Create jobs in Connecteam for new leads in Zoho CRM

Create new Zoho CRM module entries from new Connecteam form submissions

Create jobs in Connecteam for new leads in Zoho CRM

Create new Zoho CRM module entries from new Connecteam form submissions

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Connecteam and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Connecteam and Zoho CRM

Track employee shifts with CRM updates

Capture form submissions as CRM leads

Track project team shifts in CRM

Learn how to automate Connecteam on the Zapier blog

No office? Simplify employee scheduling with Connecteam

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Connecteam + Zoho CRM integrations

Connect Connecteam to Zoho CRM on the world's largest no-code automation platform